WallStSmart

Apollomics Inc. Class A Ordinary Shares (APLM)vsModerna Inc (MRNA)

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Smart Verdict

WallStSmart Research — data-driven comparison

Moderna Inc generates 25098% more annual revenue ($2.23B vs $8.84M). APLM leads profitability with a -123.7% profit margin vs -141.4%. APLM earns a higher WallStSmart Score of 33/100 (F).

APLM

Avoid

33

out of 100

Grade: F

Growth: 8.0Profit: 4.0Value: 5.0Quality: 4.5
Piotroski: 3/9Altman Z: -151.86

MRNA

Avoid

21

out of 100

Grade: F

Growth: 2.7Profit: 2.0Value: 6.7Quality: 7.5
Piotroski: 3/9Altman Z: 2.09
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

Intrinsic value data unavailable for APLM.

MRNAUndervalued (+69.9%)

Margin of Safety

+69.9%

Fair Value

$134.69

Current Price

$194.82

$60.13 discount

UndervaluedFair: $134.69Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

APLM3 strengths · Avg: 10.0/10
Operating MarginProfitability
431.9%10/10

Strong operational efficiency at 431.9%

Revenue GrowthGrowth
380.8%10/10

Revenue surging 380.8% year-over-year

Debt/EquityHealth
-0.2010/10

Conservative balance sheet, low leverage

MRNA2 strengths · Avg: 9.0/10
Market CapQuality
$69.04B9/10

Large-cap with strong market position

Debt/EquityHealth
0.199/10

Conservative balance sheet, low leverage

Areas to Watch

APLM4 concerns · Avg: 3.0/10
EPS GrowthGrowth
0.0%4/10

0.0% earnings growth

Market CapQuality
$69.14M3/10

Smaller company, higher risk/reward

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Return on EquityProfitability
-1305.0%2/10

ROE of -1305.0% — below average capital efficiency

MRNA4 concerns · Avg: 3.3/10
Price/BookValuation
11.5x4/10

Trading at 11.5x book value

Revenue GrowthGrowth
2.1%4/10

2.1% revenue growth

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Return on EquityProfitability
-46.6%2/10

ROE of -46.6% — below average capital efficiency

Comparative Analysis Report

WallStSmart Research

Bull Case : APLM

The strongest argument for APLM centers on Operating Margin, Revenue Growth, Debt/Equity. Revenue growth of 380.8% demonstrates continued momentum.

Bull Case : MRNA

The strongest argument for MRNA centers on Market Cap, Debt/Equity.

Bear Case : APLM

The primary concerns for APLM are EPS Growth, Market Cap, Piotroski F-Score.

Bear Case : MRNA

The primary concerns for MRNA are Price/Book, Revenue Growth, Piotroski F-Score.

Key Dynamics to Monitor

APLM profiles as a hypergrowth stock while MRNA is a turnaround play — different risk/reward profiles.

APLM carries more volatility with a beta of 1.53 — expect wider price swings.

APLM is growing revenue faster at 380.8% — sustainability is the question.

APLM generates stronger free cash flow (-10M), providing more financial flexibility.

Bottom Line

APLM scores higher overall (33/100 vs 21/100) and 380.8% revenue growth. MRNA offers better value entry with a 69.9% margin of safety. Both earn "Avoid" and "Avoid" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

Apollomics Inc. Class A Ordinary Shares

HEALTHCARE · BIOTECHNOLOGY · USA

Apollomics, Inc., a biotechnology company, engages in the discovery and development of mono and combination oncology therapies to harness the immune system and target specific molecular pathways to inhibit cancer. The company is headquartered in Foster City, California with additional locations in Hangzhou and Shanghai, China and Southbank, Australia.

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Moderna Inc

HEALTHCARE · BIOTECHNOLOGY · USA

Moderna, Inc., a biotechnology company, develops messenger RNA-based vaccines and therapies for the treatment of infectious diseases, immuno-oncology, rare diseases, cardiovascular diseases, and autoimmune diseases. The company is headquartered in Cambridge, Massachusetts.

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